Zoho CRM

What is Zoho CRM?

Zoho CRM is a web based, hosted CRM (Customer Relationship Management) and business management solution. This web based tool makes all of your company’s customer centric data available at your fingertips from your computer, mobile phone, iPad or other mobile devices. It helps you to manage your organization-wide Sales, Marketing, Customer Support and Customer Service in a single business system.

What are the advantages of using Zoho CRM?

Using a customer relationship management system in your business centralizes and streamlines communication between all employees in your company. As it is an online system, you always have access at your fingertips to critical information about your customers and their projects. Zoho CRM gives you the ability to track and manage your incoming leads, sales pipeline, customer communications, incoming service calls and other important information related to your clients and their projects.

Sales Pipeline Management: Track your sales opportunities as you work toward closing a sale. Managing your sales pipeline gives you a pulse on your sales activities but can also help reduce the overall sales cycle and provide forecasting data.

Marketing Campaign/ Lead Source Analysis: Tracking leads to their lead sources and marketing campaigns helps you determine which lead sources and campaigns are most effective (and also which are not).

Customer Service Tracking: Track incoming service calls, delegate responsibility for follow up and track the status of your company’s service and support responsibilities.

Workflow Automation: Automate various elements of CRM using workflow rules. When a specific rule is triggered you can automate the creation of tasks, appointments and even send emails to your staff or your contacts.

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Media Environment Design (MED) is a Zoho Alliance Partner and Certified Consultant – we provide Implementation and Training Services to assist companies with successful implementation and use of Zoho CRM.